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Extra Space Storage

589 hedge funds and large institutions have $18.9B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 240 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 97.31%97.08% (-0.24%)

6% less funds holding

Funds holding: 628589 (-39)

10% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $20.6M

16% less capital invested

Capital invested by funds: $22.5B → $18.9B (-$3.66B)

24% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 240

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
589
Holders Change
-39
Holders Change %
-6.21%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
75
Increased
182
Reduced
240
Closed
103
Calls
$18.6M
Puts
$20.6M
Net Calls
-$2.07M
Net Calls Change
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.29B -$315K -1,972 -0%
BlackRock
2
BlackRock
New York
$2.04B +$6.95M +43,482 +0.3%
Capital World Investors
3
Capital World Investors
California
$1.92B +$634M +3,966,255 +44%
State Street
4
State Street
Massachusetts
$1.3B +$6.82M +42,670 +0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$735M +$400M +2,503,093 +100%
Principal Financial Group
6
Principal Financial Group
Iowa
$690M -$76.8M -480,210 -9%
Cohen & Steers
7
Cohen & Steers
New York
$678M -$146M -910,577 -17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$461M +$6.17M +38,582 +1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$454M -$90.2M -564,650 -15%
AAMU
10
APG Asset Management US
New York
$398M -$6.38M -39,892 -1%
Norges Bank
11
Norges Bank
Norway
$381M +$43.1M +269,913 +12%
Northern Trust
12
Northern Trust
Illinois
$246M -$32.2M -201,521 -11%
Legal & General Group
13
Legal & General Group
United Kingdom
$237M -$4.62M -28,931 -2%
Daiwa Securities Group
14
Daiwa Securities Group
Japan
$213M -$41.1M -257,103 -15%
Charles Schwab
15
Charles Schwab
California
$195M +$4.67M +29,213 +2%
PAMS
16
Pictet Asset Management (Switzerland)
Switzerland
$189M -$128M -799,817 -38%
Bank of America
17
Bank of America
North Carolina
$188M -$45.2M -282,900 -18%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$187M +$4.83M +30,226 +2%
Goldman Sachs
19
Goldman Sachs
New York
$184M +$41.5M +259,363 +26%
N
20
Nuveen
North Carolina
$176M -$50.1M -313,643 -21%
UBS AM
21
UBS AM
Illinois
$160M +$6.9M +43,189 +4%
APG Asset Management
22
APG Asset Management
Netherlands
$146M +$15.5M +97,279 +11%
Morgan Stanley
23
Morgan Stanley
New York
$143M -$21.5M -134,648 -12%
CVA
24
Ceredex Value Advisors
Florida
$138M +$61M +381,727 +69%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$126M +$6.69M +41,851 +5%